Jamison Smith
EWA · Pittsburgh, Pennsylvania
Jamison Smith is a fee-only financial advisor at EWA in Pittsburgh, Pennsylvania. EWA reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | EWA |
|---|---|
| Based in | Pittsburgh, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $750.7M across 2,602 accounts |
| SEC registration | Investment adviser representative in PA · CRD 6897574 |
| Exams passed | Series 63 (2020) · Series 65 (2021) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | open.spotify.com/show/412vinc8fpdnfax0dtmqzb |
How Jamison's firm compares
- EWA's average account is about $289,000, from its Form ADV (assets managed divided by 2,602 accounts).
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Questions about Jamison
Is Jamison Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jamison holds no broker registration, and EWA reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jamison charge for financial advice?
Jamison's firm, EWA, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jamison Smith based?
Jamison Smith is based in Pittsburgh, Pennsylvania.
Is Jamison Smith registered with the SEC?
Yes. Jamison Smith is registered as an investment adviser representative in PA (CRD 6897574), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does EWA manage?
EWA reports $750.7M across 2,602 accounts in assets under management.
How do I contact Jamison Smith?
Through Jamison's website, open.spotify.com/show/412vinc8fpdnfax0dtmqzb.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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